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Nonprofiteer
← KENDAL AT HOME

Form 990 for tax year 2024

Filed by KENDAL AT HOME.

Totals

Total revenue
$6,294,137
Total expenses
$6,732,393
Contributions and grants received
$18,045
Grants paid
$406
Program service revenue
$5,755,025
Investment income
$521,067
Other revenue
$0
Total assets, end of year
$8,905,848
Total liabilities, end of year
$15,400,830
Net assets or fund balances, end of year
-$6,494,982
Program services expenses (Part IX)
$5,004,443
Management and general expenses
$1,727,950
Fundraising expenses
$0
Program service expenses (Part III)
$5,004,443

Program services were 74.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $18,045

  • 2a · Program service revenue: MEMBER SERVICE FEES

    total $3,534,591 · related or exempt $3,534,591

  • 2b · Program service revenue: HOME CARE REVENUE

    total $1,227,955 · related or exempt $1,227,955

  • 2c · Program service revenue: AMORT.OF DEF.ENTRY FEE

    total $980,179 · related or exempt $980,179

  • 2d · Program service revenue: APPLICATION FEES

    total $12,300 · related or exempt $12,300

  • 3 · Investment income

    total $312,659 · excluded $312,659

  • 7a · Gross sales of assets other than inventory

    securities $208,408

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $208,408

  • 7d · Net gain or loss

    total $208,408 · excluded $208,408

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $406 · program services $406

  • 5 · Compensation of officers, directors and key employees

    total $401,614 · program services $222,205 · management and general $179,409

  • 7 · Other salaries and wages

    total $1,128,798 · program services $623,236 · management and general $505,562

  • 8 · Pension plan contributions

    total $52,857 · program services $32,008 · management and general $20,849

  • 9 · Other employee benefits

    total $140,760 · program services $91,182 · management and general $49,578

  • 10 · Payroll taxes

    total $116,488 · program services $65,755 · management and general $50,733

  • 11a · Fees: management

    total $232,207 · program services $91,792 · management and general $140,415

  • 11b · Fees: legal

    total $1,102 · program services $526 · management and general $576

  • 11c · Fees: accounting

    total $22,352 · program services $10,666 · management and general $11,686

  • 11f · Fees: investment management

    total $55,351 · management and general $55,351

  • 12 · Advertising and promotion

    total $403,830 · program services $41,129 · management and general $362,701

  • 13 · Office expenses

    total $142,748 · program services $11,255 · management and general $131,493

  • 14 · Information technology

    total $80,111 · program services $52,072 · management and general $28,039

  • 16 · Occupancy

    total $76,770 · program services $49,209 · management and general $27,561

  • 17 · Travel

    total $87,441 · program services $62,373 · management and general $25,068

  • 19 · Conferences, conventions and meetings

    total $69,593 · program services $40,685 · management and general $28,908

  • 21 · Payments to affiliates

    total $180,544 · program services $117,354 · management and general $63,190

  • 22 · Depreciation, depletion and amortization

    total $8,688 · management and general $8,688

  • 23 · Insurance

    total $18,580 · program services $12,077 · management and general $6,503

  • 24a · Other expenses: HOME HEALTH CARE

    total $3,436,913 · program services $3,436,913

  • 24b · Other expenses: TELEPHONE

    total $27,029 · program services $17,569 · management and general $9,460

  • 24c · Other expenses: DUES&SUBSCRIPTIONS

    total $15,677 · program services $10,190 · management and general $5,487

  • 24d · Other expenses: EMPLOYEE RECRUITMENT

    total $3,365 · program services $2,187 · management and general $1,178

  • 24e · All other expenses

    total $29,169 · program services $13,654 · management and general $15,515

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,218,363 · end of year $743,524

  • 4 · Accounts receivable

    beginning of year $175,878 · end of year $126,479

  • 9 · Prepaid expenses and deferred charges

    beginning of year $115,262 · end of year $67,589

  • 10a · Land, buildings and equipment: cost or other basis

    $228,633

  • 10b · Land, buildings and equipment: accumulated depreciation

    $214,913

  • 10c · Land, buildings and equipment, net

    beginning of year $18,539 · end of year $13,720

  • 11 · Investments: publicly traded securities

    beginning of year $6,911,448 · end of year $7,842,525

  • 15 · Other assets

    beginning of year $57,705 · end of year $112,011

  • 17 · Accounts payable and accrued expenses

    beginning of year $176,697 · end of year $169,375

  • 19 · Deferred revenue

    beginning of year $14,581,744 · end of year $15,141,083

  • 25 · Other liabilities

    beginning of year $36,476 · end of year $90,372

  • 27 · Net assets without donor restrictions

    beginning of year -$6,367,611 · end of year -$6,559,292

  • 28 · Net assets with donor restrictions

    beginning of year $69,889 · end of year $64,310

Mission and programs · 2024

Mission

KENDAL AT HOME ADVOCATES FOR WELLNESS, HEALTH, AND SUCCESSFUL AGING, REGARDLESS OF AN INDIVIDUAL'S CHOSEN PLACE OF RESIDENCE.

  • KENDAL AT HOME CONTINUES TO REDEFINE AGING BY SUPPORTING OLDER ADULTS IN REMAINING SAFELY AND INDEPENDENTLY IN THE HOMES AND COMMUNITIES THEY LOVE. AS A MISSION-DRIVEN NOT-FOR-PROFIT, WE PROVIDE PERSONALIZED CARE COORDINATION, WELLNESS SERVICES, AND PROACTIVE PLANNING FOR OUR 417 MEMBERS ENABLING THEM TO AGE IN PLACE WITH DIGNITY, PURPOSE, AND PEACE OF MIND. ROOTED IN THE VALUES OF THE KENDAL SYSTEM, KENDAL AT HOME OFFERS A UNIQUE APPROACH TO LIFELONG WELLNESS BY DELIVERING HIGH-QUALITY, INDIVIDUALIZED SERVICES DIRECTLY TO MEMBERS IN THEIR OWN HOMES. OUR MODEL PROMOTES INDEPENDENCE, ADAPTABILITY, SOCIAL CONNECTION, AND CONTINUOUS LEARNING MEETING THE EVOLVING NEEDS OF OLDER ADULTS WITH COMPASSION AND INNOVATION. EXPANDING IMPACT IN 2024: IN 2024, WE EXPANDED OUR IMPACT THROUGH EDUCATION AND COMMUNITY OUTREACH FOCUSED ON TWO PRESSING ISSUES: FALL PREVENTION AND COGNITIVE HEALTH. FALLS REMAIN THE LEADING CAUSE OF INJURY AND INJURY-RELATED DEATH FOR AMERICANS AGE 65 AND OLDER. TO HELP MITIGATE THIS RISK, KENDAL AT HOME CONTINUED TO OFFER STEPPING ON, AN EVIDENCE-BASED FALL PREVENTION WORKSHOP SHOWN TO REDUCE THE LIKELIHOOD OF FALLS BY 31%, AS PUBLISHED BY THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY. WITH GRANT SUPPORT FROM THE OHIO DEPARTMENT OF AGING, WE TAKE GREAT PRIDE IN OFFERING THIS TRAINING IN A VIRTUAL ENVIRONMENT, WHICH NOT ONLY ENSURES ACCESSIBILITY AND CONVENIENCE FOR MEMBERS IN THEIR HOME SETTING, BUT ALSO FOSTERS CASUAL SOCIAL CONNECTIONS AND A SHARED SENSE OF PURPOSE AMONG PARTICIPANTS. THESE GROUP-BASED SESSIONS HELP COMBAT ISOLATION WHILE REINFORCING OUR COMMITMENT TO SUPPORTING BOTH PHYSICAL SAFETY AND EMOTIONAL WELL-BEING AT HOME. OVER THE PAST YEAR, WE HELD QUARTERLY WORKSHOPS EDUCATING 28 NEW PARTICIPANTS, DIRECTLY ENHANCING THEIR SAFETY AND CONFIDENCE. TO COMPLEMENT THESE EFFORTS, WE FURTHER ADVANCED OUR CARE IN HOME INITIATIVE, PROVIDING MEMBERS WITH UP TO FOUR PERSONALIZED IN-HOME TRAINING SESSIONS ANNUALLY TO SUPPORT BALANCE AND MOBILITY. IN 2024, 111 MEMBERS PARTICIPATED IN OVER 725 HOURS OF TRAINING. THIS HANDS-ON SUPPORT WAS ENHANCED BY OTHER ACCESSIBLE WELLNESS PROGRAMS, INCLUDING BALLOFLEX, A SMALL GROUP SEATED FITNESS CLASS, AND SPIRO100, A STREAMING PLATFORM OFFERING TAILORED EXERCISE AND MINDFULNESS CONTENT FOR OLDER ADULTS. BEYOND PHYSICAL HEALTH, KENDAL AT HOME DEEPENED ITS COMMITMENT TO COGNITIVE WELLNESS AND DEMENTIA AWARENESS. AS A PROUD PARTICIPANT IN THE GLOBAL DEMENTIA FRIENDS MOVEMENT, ALL KENDAL AT HOME STAFF MEMBERS ARE TRAINED DEMENTIA CHAMPIONS. IN 2024, WE INCREASED OUR TRAINING CAPACITY BY 40% FACILITATING SESSIONS FOR HEALTHCARE PROFESSIONALS, FIRST RESPONDERS, AND LOCAL MUNICIPAL PARTNERS, EQUIPPING 456 INDIVIDUALS WITH THE TOOLS TO CREATE DEMENTIA-FRIENDLY COMMUNITIES. THROUGH THIS INITIATIVE, WE TRAINED OVER 550 INDIVIDUALS, BUILDING GREATER UNDERSTANDING AND SUPPORT FOR THOSE LIVING WITH COGNITIVE IMPAIRMENT. TRUE TO OUR VALUES, KENDAL AT HOME STAFF ALSO CONTRIBUTED TO THE BROADER COMMUNITY THROUGH SERVICE AND ADVOCACY. STAFF MEMBERS PARTICIPATED IN AWARENESS CAMPAIGNS SUCH AS THE WALK TO END ALZHEIMER'S, SHARED EXPERTISE THROUGH PRESENTATIONS AND PARTNERSHIPS, AND SERVED ON BOARDS AND COALITIONS FOCUSED ON AGING ISSUES. COLLECTIVELY, OUR 15-PERSON TEAM CONTRIBUTED 312 HOURS OF SERVICE, DIRECTLY SUPPORTING 355 INDIVIDUALS, AND GENERATING COMMUNITY IMPACT VALUED AT $30,628 WITH IMMEASURABLE INTANGIBLE BENEFITS FOR THOSE SERVED. AS WE LOOK AHEAD, KENDAL AT HOME REMAINS STEADFAST IN OUR MISSION TO EMPOWER OLDER ADULTS TO THRIVE IN PLACE. THROUGH COMPASSIONATE CARE, INNOVATION, AND A COMMITMENT TO LIFELONG WELLNESS, WE CONTINUE TO FOSTER A FUTURE WHERE AGING IS MET WITH DIGNITY, RESPECT, AND POSSIBILITY.

    Expenses $5,004,443 · Grants $406 · Revenue $5,755,025

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alan Kolp

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Allen Mix

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Heather Ahern

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Fred Degrandis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Edna Chun

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wendy Ferullo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joseph Haubrich

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jeff Pollack

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rosa Licea-Mailloux

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Colleen Ryan Mallon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Picken

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynne Giacobbe

    CEO

    Total calculated
    $247,858
    From this org
    $234,749
    From related orgs
    $0
    Other
    $13,109
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $234,749
    Bonus
    $0
    Other
    $0
    Deferred
    $11,116
    Nontaxable benefits
    $1,993
    Filer's total
    $247,858

  • Karen Graham

    CFO

    Total calculated
    $154,752
    From this org
    $146,060
    From related orgs
    $0
    Other
    $8,692
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,060
    Bonus
    $0
    Other
    $0
    Deferred
    $7,394
    Nontaxable benefits
    $1,298
    Filer's total
    $154,752

  • Marla Gordon

    DIR.-CLINICAL SERVICES

    Total calculated
    $123,075
    From this org
    $116,269
    From related orgs
    $0
    Other
    $6,806
    Hours/week
    40

  • Linda Pancio

    DIRECTOR OF SALES & MARKETING

    Total calculated
    $123,693
    From this org
    $117,922
    From related orgs
    $0
    Other
    $5,771
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
29 September 2025
IRS schema version
2024v5.2
Source object
202533189349307983

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